Markets Insight on equity market, commodities, currencies and investment from Financial Times

1:46am

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Asia’s investor affinity with derivatives

Inside A Securities Brokerage As Hong Kong Stocks Surge Most Since 2009...A pedestrian walks past an electronic display showing the closing figure of the Hang Seng Index outside the Hang Seng Bank Ltd. headquarters in Hong Kong, China, on Thursday, April 9, 2015. Hong Kong stocks surged the most since 2009 amid volume more than four times the average and a frenzy of buying by mainland investors. Photographer: Billy H.C. Kwok/Bloomberg

©Bloomberg

As US cracks down on risky exchange traded funds, Hong Kong opens the door to meet demand

©AFP

5:35am

Passive investing owes stock pickers a debt

Active managers are struggling but passive investment boom needs them

epa05214728 A Federal Reserve security agent prior to Chair of the US Federal Reserve Janet Yellen's press conference at the Federal Reserve in Washington, DC, USA, 16 March 2016. The presss conference comes at the conclusion of a two-day meeting of the Federal Open Market Committee (FOMC), led by Fed Chair Yellen. EPA/SHAWN THEW

©EPA

Aug 9, 2016

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Whistling past the graveyard in Fed lull

August has a history of turning ugly, but there could be deeper trouble further ahead

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Market Talking Points Will a stronger dollar unsettle markets?
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Dollar under pressure after dovish Fed

Molten gold is poured into molds at the Norton Gold Fields Ltd. Paddington operations 35 kilometers north-west of Kalgoorlie, Australia, on Tuesday, Aug. 4, 2015. Norton Gold Fields is controlled by China's Zijin Mining Group, the world's biggest gold producer by market value. Photographer: Carla Gottgens/Bloomberg

©Bloomberg

Aug 8, 2016

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This gold rally has legs

The expansion of unconventional monetary policy will feed demand

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London to get new gold futures platform
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Trading Post Oil and gold set different courses

FILE PHOTO: A pumpjack operates at the Inglewood Oil field in Los Angeles, California, U.S., on Thursday, Oct. 19, 2012. Oil extended losses below $60 a barrel amid speculation that OPEC’s biggest members will defend market share against U.S. shale producers. Photographer: Patrick T. Fallon/Bloomberg

©Bloomberg

Aug 4, 2016 COMMODITIES

Excess refined products weigh on oil

Record demand is being met with record supply

Wads of British Pound Sterling banknotes are stacked in piles at the GSA Austria (Money Service Austria) company's headquarters in Vienna July 22, 2013. REUTERS/Leonhard Foeger/File Photo

©Reuters

Aug 4, 2016

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Pressing times for central banks

Quantitative easing has prevented deflation and the policy is now ordinary

The US Federal Reserve building is seen August 1, 2015 in Washington, DC. AFP PHOTO / KAREN BLEIER (Photo credit should read KAREN BLEIER/AFP/Getty Images)

©AFP

Aug 3, 2016

Retreat of central banks spells pain

If central banks pass baton to governments to stimulate growth then the bond rally is over

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Markets Spotlight Policymakers feel pressure over stimulus
Corporate bond buying no answer for UK

©EPA

Aug 1, 2016

QE-forever cycle won’t end well

A combination of QE and the prospect of fresh fiscal stimulus won’t generate a recovery

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Markets Spotlight Policymakers feel pressure over stimulus
Corporate bond buying no answer for UK

A woman walks past the Reserve Bank of India building in New Delhi...A woman walks past the Reserve Bank of India (RBI) building in New Delhi, India, March 2, 2016. REUTERS/Anindito Mukherjee

©Reuters

Jul 28, 2016

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Rough ride for next India central bank head

Raghuram Rajan’s successor will still be subject to pressure from government

©EPA

Jul 27, 2016

‘Safe’ assets deconstructed in new world

Government bond’s traditional role in portfolios is changing

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Markets Insight Pressing times for central banks
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Autumn chill gathers over ‘Summers trade’

Jul 26, 2016

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Fearful Japanese thwart Abe on equities

Japanese public shun equities despite negative returns on bonds

Jul 25, 2016

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Do not bet on calm markets lasting

A sustained period of low volatility manufactured by central banks cannot disguise growing problems

Jul 21, 2016

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An old market tale or a new short story?

Stock markets are defined by narratives that should be questioned, not just repeated

Jul 20, 2016

Fallout of a Trump win needs exploring

If the Republican wins, turbulence may visit the hitherto stable market

Jul 19, 2016

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Web industry leads China consolidation

Merger of Tencent’s music unit with China Music sets an example

Jul 18, 2016

European banks face fixable profit crisis

Investors need to reset expectations in a world where rates remain low

Jul 14, 2016

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Bull market milestone built on yield grab

Push by US stocks reflects lower-for-longer interest rates outlook

Jul 13, 2016

May needs to quieten the Brexit squall

Challenge for UK’s new PM is to give businesses and consumers confidence

Jul 12, 2016

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Investors will conclude the pound is cheap

Chance to buy property at a steep discount and in sterling terms will be compelling

Jul 11, 2016

Brexit — what next at the Bank of England?

Broader question marks remain over effectiveness of monetary policy

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As US cracks down on risky exchange traded funds, Hong Kong opens the door to meet demand

Active managers are struggling but passive investment boom needs them

August has a history of turning ugly, but there could be deeper trouble further ahead

The expansion of unconventional monetary policy will feed demand

Record demand is being met with record supply

Quantitative easing has prevented deflation and the policy is now ordinary

If central banks pass baton to governments to stimulate growth then the bond rally is over

A combination of QE and the prospect of fresh fiscal stimulus won’t generate a recovery

Raghuram Rajan’s successor will still be subject to pressure from government

Government bond’s traditional role in portfolios is changing

Japanese public shun equities despite negative returns on bonds

A sustained period of low volatility manufactured by central banks cannot disguise growing problems

Stock markets are defined by narratives that should be questioned, not just repeated

If the Republican wins, turbulence may visit the hitherto stable market

Merger of Tencent’s music unit with China Music sets an example

Investors need to reset expectations in a world where rates remain low

Push by US stocks reflects lower-for-longer interest rates outlook

Challenge for UK’s new PM is to give businesses and consumers confidence

Chance to buy property at a steep discount and in sterling terms will be compelling

Broader question marks remain over effectiveness of monetary policy

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